Building Relationships with UpHabit for Salesforce [2023]

UpHabit is for professionals that build relationships that lead to business and revenue. If you’re part of a law firm, accounting firm, management consulting firm or any professional firm that networks for business, UpHabit will make you a lot more money.

We make managing relationships easier, faster, and more intuitive. Features, such as Tags, Reminders, and Introductions have helped our users become great networkers and reach their career and personal goals with the help of their connections. The businesses they’re part of achieve great success as well.

To take business relationship building for sales to the next level, UpHabit has added UpHabit for Salesforce! After all, it’s not what you know but who you know!

With UpHabit, creating contacts in Salesforce has never been as easy. Set-up is effortless, and you can rest easy knowing your company’s valuable contacts are secure and private with Salesforce, even after an employee leaves. With a single tap by your customer-facing teams, you can create hundreds of Salesforce Leads, Accounts and/or Contacts instantly. Paired with manual and suggested send options, contact sync is customizable and provides you with the control you need. Best of all, you’ll enjoy priority support from a dedicated customer service team that is always ready to help your company leverage UpHabit and Salesforce to get you more sales.

To see what UpHabit can do for you and your business, we invite you to book a demo. You’ll get a first-hand view of the simple integration and easy-to-use tools that can drive your success.